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Concert Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Concert Wealth Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-368
Closed -$10K – 914
2016
Q3 		$10K Buy
+368
New +$9.81K ﹤0.01% 943

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Concert Wealth Management's VONG Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2016, closing a stake of 368 shares — an estimated $10K sold.

Concert Wealth Management first reported a position in VONG in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 62 funds tracked by Wall St. Rank hold VONG as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 368 Vanguard Russell 1000 Growth ETF shares in Q4 2016, an estimated $10K.
  • Concert Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $10K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.